News & Resources

In estate planning, understanding tax basis isn’t just helpful—it’s essential. The way basis is calculated can dramatically affect how much your beneficiaries pay in capital gains tax when they sell inherited or gifted

What Happens to Minor Children When Their Parents Pass Away in New York One of the most frightening questions families face after the death of a parent is simple but deeply important: what happens to the children? Beyond the

The Dumb Dog that Dares to Defile my Domicile Drafted a Disposition Document. Oh.A will? How… earnest. While my canine colleague drafts documents about chew toys and emotional legacies, I feel compelled to clarify something

Trust administration in New York is not just about following the terms of a trust—it also means understanding the laws that fill in the gaps. One of the most important of those laws is the Uniform Principal and Income Act...

Being named an executor of an estate in New York is an important responsibility—but it often comes with confusion and stress. Many people ask the same question after a loved one passes away: “I’m an executor. Now...